Key Financial Inc’s STAAR Surgical STAA Stock Holding History

Key Financial Inc’s Portfolio STAA Stock Details STAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-97	Closed	-$3.9K	–	1354
2023 Q3	$3.9K	Hold	97	–	–	﹤0.01%	995
2023 Q2	$5.1K	Hold	97	–	–	﹤0.01%	928
2023 Q1	$6.2K	Hold	97	–	–	﹤0.01%	784
2022 Q4	$6.84K	Hold	97	–	–	﹤0.01%	716
2022 Q3	$7K	Hold	97	–	–	﹤0.01%	734
2022 Q2	$7K	Hold	97	–	–	﹤0.01%	735
2022 Q1	$8K	Buy	+97	New	+$7.22K	﹤0.01%	699

Other funds holding STAA

Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

PAI

Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Key Financial Inc's STAA Position: Q4 2023 in Review

Key Financial Inc sold out of STAAR Surgical (STAA) in Q4 2023, closing a stake of 97 shares — an estimated $3.9K sold.

Key Financial Inc first reported a position in STAA in Q1 2022 and held it in 7 quarters. The position peaked at $8K in Q1 2022. 207 funds tracked by Wall St. Rank hold STAA as of Q4 2023.

Key Financial Inc reported no remaining STAAR Surgical position as of Q4 2023 after selling out during the quarter.
Key Financial Inc sold 97 STAAR Surgical shares in Q4 2023, an estimated $3.9K.
Key Financial Inc first reported a position in STAAR Surgical in Q1 2022 and held it in 7 quarters.
Key Financial Inc's STAAR Surgical position peaked at $8K in Q1 2022.
207 funds tracked by Wall St. Rank held STAAR Surgical as of Q4 2023.

Based on Key Financial Inc's 13F filing for Q4 2023, filed 31 Jan 2024.